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FUNDRAISING NEWS | October 04, 2024

Report: UBS Names New San Francisco Market Head

Tags: Personnel, Financial Advisor Move

UBS Wealth Management USA has promoted Emily de la Reguera to serve as the new market executive for San Francisco, Financial Advisor IQ reported October 3, citing an internal memo. 

De la Reguera will replace Todd Lucicero and is yet to name a successor for her in her most recent position leading the Silicon Valley office, according to the news service. In her new role, she will report to Divisional Director and Head of UBS Private Wealth Management John Mathews.

De la Reguera first joined the wirehouse in 2010, leaving for BlackRock in 2014 before returning to UBS in 2016 as director and head of next generation development, per her LinkedIn profile. 

Source.

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